Summary
IWN Chart
IWN: This Small-Cap Value ETF Offers Greater Returns With A Low-Risk Factor
I initiate coverage of iShares Russell 2000 Value ETF with a buy rating, citing strong cyclical tailwinds and robust fundamentals. IWN outperformed small-cap and growth indices in 2026, benefiting from investor rotation into value and exposure to rate-sensitive sectors like financials and industrials. The ETF offers attractive valuations—forward P/E of 19x, price/book of 1.37—and a lower risk profile versus broader small-cap peers.
Which iShares Value ETF Is Better, the Small Cap-Focused IWN or IJJ Targeting Mid-Cap Stocks?
The iShares Russell 2000 Value ETF focuses on small-cap value stocks while the iShares S&P Mid-Cap 400 Value ETF targets the mid-cap space. The iShares S&P Mid-Cap 400 Value ETF carries a lower expense ratio of 0.18% and has delivered higher five-year total returns.
Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?
Launched on July 24, 2000, the iShares Russell 2000 Value ETF (IWN) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
iShares Russell 2000 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 2,409 | $380,529.82 | $533,918.71 | $153,388.89 | 40.31% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 605 | $85,790.21 | $134,089.17 | $48,298.96 | 56.3% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 313 | $48,006.17 | $69,371.75 | $21,365.58 | 44.51% |
| CE Curtis Ellergodt Rothschild Investment LLC | 1,037 | $162,986.38 | $229,835.49 | $66,849.11 | 41.02% |
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 100 | $17,681 | $22,163.5 | $4,482.5 | 25.35% |
iShares Russell 2000 Value ETF (IWN) FAQ
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iShares Russell 2000 Value ETF Profile
| ARCA Exchange | US Country |
Overview
The described company operates as an investment fund that primarily focuses on tracking the performance of a specific underlying index. It commits at least 80% of its asset portfolio to securities that are constituents of its chosen index. This strategy ensures that the fund's performance closely mirrors that of the index it seeks to emulate. To add flexibility and potentially enhance returns or manage risk, the fund is also permitted to invest up to 20% of its assets in derivatives (such as futures and options), swap contracts, cash, and cash equivalents. This portion may include investments in money market funds managed by BFA or its affiliates, as well as securities not present in the underlying index but deemed by BFA to contribute to tracking the index's performance effectively. The approach highlights a blend of adherence to the index with the allowance for strategic maneuvers to optimize the fund's investment objectives.
Products and Services
- Component Securities of Underlying Index
- Futures, Options, and Swap Contracts
- Cash and Cash Equivalents
- Securities Not Included in the Underlying Index
This service involves investing a majority of the fund's assets (at least 80%) in the stocks or securities that are part of the index the fund aims to track. This forms the core strategy of the fund, aiming to replicate the performance of the selected underlying index through direct investment in its components.
Up to 20% of the fund's assets may be allocated to derivatives such as futures and options, and swap contracts. These financial instruments can be used for hedging purposes, to manage risk, or to gain exposure to various markets and sectors without needing to directly invest in physical securities, therefore offering a way to potentially enhance the fund's returns or manage its risk profile more effectively.
The fund has the flexibility to hold a portion of its assets in cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates. This allows for liquidity management, ensuring that the fund can meet redemption requests, take advantage of new investment opportunities quickly, or adjust its investment exposure in response to market conditions.
BFA may select securities not included in the fund's underlying index for investment, assuming these choices will aid in tracking the index's performance. This indicates an active management component, where BFA's expertise is leveraged to possibly improve the fund's tracking accuracy or to adjust the fund's risk-return profile in anticipation of market movements.
